Send SMS from Patient Details

Sending an SMS from Patient details can either be a free text entry or from a preset SMS template. The below instructions explain both. 

SMS Requirements

1. Access to the internet

2. Valid e-mail account

3. Setup by Centaur with SMS capabilities - if not setup, e-mail sales@centaursoftware.com 

Setup Patient Detail SMS Templates

1. Go to Debtors & Marketing > Mail Merge Setup tab

2. Mail Merge Category: Patients

3. Select Location to view/save templates within

4. Click Set

   1. Enter the name of the set, e.g. General Messages

5. Highlight the set > Click Type

   1. Enter the name of the template, e.g. Birthday Wishes

   2. Click OK

6. Highlight the Type > Click Edit icon for SMS Template

   1. Enter template details

   2. Go to Template menu > Update > Template menu > Exit
      
      

7. Select the Location(s) the template is available to, if applicable
   

Send SMS from Patient Details

1. Go to Patient Records > Patients tab

2. Patient menu > Send SMS

   1. Select appropriate template from Type drop list or type text in field